Platformonomics TGIF #13: June 30, 2023


New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor.  The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure to subscribe below and to the right to receive all my output via email.

Note that my poor, overtaxed server struggles to serve up all the images to email users at the same time, so if you don’t see images, be sure to click through. Server upgrade in the works.

Becoming Wards of the State: Media Edition

The link tax is unbelievably stupid and pernicious, even for its media beneficiaries.

Private Equity Destroying Software Companies: Anaplan Edition

Previous: Perfidious Private Equity

You Can’t Spell Alien Invasion Without A and I

Existential AI risk is indistinguishable from the existential risk of alien invasion. You can hypothesize it. You can make a great dystopian sci fi movie about it. But you can’t explain how it might actually occur or assign it a level of risk. How do you rank it against a myriad of other existential threats? Never mind other, more mundane risks.

That said, how worried should we be that the AI doomers have gone very quiet in the last couple weeks? Are they all in Europe consulting with the EU or…

Related: “…we are asking for a six month moratorium on research in radio broadcasting.

GPUs are Expensive: Startup Edition

Not So Open Open Source

Start the write-off clock on IBM’s Red Hat acquisition. Expect a new salvation narrative in 3-2-1…

Previous: Does IBM’s Acquisition of Red Hat Make Any Financial Sense? (TL;DR NO); Press Releases From the Future: HCL Technologies to Acquire Red Hat Software Products from IBM for $340 Million

The Inexorable Attraction Between Terrible Things: IBM and Apptio

The Inexorable Attraction Between Terrible Things: Cloud Repatriation and Private Equity

37Signals say they have completed their cloud repatriation. Huzzah!

But 37Signals is more like 1Signal. A self-promoting outlier. If cloud repatriation was actually a broad trend, it should be easy to cite 37 examples, if not thousands, given the sheer size of the cloud market.

Previous: Platformonomics Repatriation Index

Oracle Brings Billions to Knife Fight of Tens of Billions

Oracle has a history of bragging about investments not realizing the numbers they are so proud of are order(s) of magnitude smaller than the hyperclouds. Larry remains over $150 billion in cloud infrastructure investment behind AWS, Azure and Google, and falls ever further behind with every passing quarter.

Previous: CAPEX; Follow the CAPEX: Keeping Up With The Clowns 🤡🤡🤡

A Nuclear-Powered Cloud

Microsoft signs 24/7 nuclear power deal with Constellation for Boydton data center“. Much better than the typical carbon indulgence.
Previous: Cloud Power Up

Increment My Indicted Portfolio By One

Now up to three crypto denizens who pitched me (100% pass rate thankfully) who are spending quality time with Federal authorities.
Previous: From Anti-Portfolios to Indicted Portfolios

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